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AFDIX vs VTSMX
AFDIX vs VTSMX Comparison
Open Charts AFDIX vs VTSMX
American Century Sustainable Equity I
Price$55.48
Change-$0.25 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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AFDIX vs VTSMX Comparison Chart
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AFDIX vs. VTSMX commentary
Sep 21, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDIX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. AFDIX (4.7B). VTSMX pays higher dividends than AFDIX: VTSMX (1.26) vs AFDIX (0.78). AFDIX was incepted earlier than VTSMX: AFDIX (19 years) vs VTSMX (32 years). AFDIX is a more actively managed with annual turnover of: 21.00 vs. VTSMX (2.00). AFDIX has a lower initial minimum investment than VTSMX: AFDIX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 31.53 vs. AFDIX (28.98). AFDIX (89.15) and VTSMX (85.64) have equivalent 5 years return.
| AFDIX | VTSMX | AFDIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 17.717 | 18.617 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 1.72T | 0% |
| Annual Yield % from dividends | 0.78 | 1.26 | 62% |
| Returns for 1 year | 28.98 | 31.53 | 92% |
| Returns for 3 years | 24.53 | 25.35 | 97% |
| Returns for 5 years | 89.15 | 85.64 | 104% |
| Returns for 10 years | 182.38 | 187.59 | 97% |